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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,544 | $58,828+104.9% | $78,002+54.5% | $62,881+91.7% |
| Participation rate | 63.7% | 71.1%-7.3pp | 75.5%-11.8pp | 69.3%-5.6pp |
| Annual return | 4.11% | 17.16%-13.1pp | 425.99%-421.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,282 | $1,672-23.3% | $2,470-48.1% | $2,281-43.8% |
| Participant deferral / active EE | $3,106 | $2,686+15.7% | $3,497-11.2% | $3,203-3.0% |
| Admin fee / account holder | $7,551 | $4,393+71.9% | $5,481+37.8% | $4,296+75.8% |